See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,141 | $99,652-51.7% | $78,778-38.9% | $147,584-67.4% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 14.16% | 47.28%-33.1pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $812 | $2,796-70.9% | $1,986-59.1% | $4,876-83.3% |
| Participant deferral / active EE | $1,884 | $3,664-48.6% | $2,958-36.3% | $5,439-65.4% |
| Admin fee / account holder | $229 | $7,155-96.8% | $5,134-95.5% | $10,885-97.9% |